See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,708 | $99,652-74.2% | $78,778-67.4% | $147,584-82.6% |
| Participation rate | 42.1% | 76.2%-34.1pp | 69.2%-27.1pp | 82.8%-40.7pp |
| Annual return | -43.76% | 47.28%-91.0pp | 35.62%-79.4pp | 578.55%-622.3pp |
| Employer contribution / active EE | $983 | $2,796-64.8% | $1,986-50.5% | $4,876-79.8% |
| Participant deferral / active EE | $1,605 | $3,664-56.2% | $2,958-45.8% | $5,439-70.5% |
| Admin fee / account holder | $653 | $7,155-90.9% | $5,134-87.3% | $10,885-94.0% |